CaseFlow360

Paid Web

What CaseFlow360 is

CaseFlow360 is web software that combines case management, electronic medical records, billing, scheduling, patient messaging, AI automation, and compliance reporting. It targets federal and state workers’ compensation clinics, personal injury practices, and multi-location organizations. A seven-stage Kanban board tracks case status, watchers, mentions, archive reasons, and compliance progress. Specialty SOAP templates cover chiropractic, physical therapy, acupuncture, massage therapy, regenerative medicine, and workers’ compensation or personal injury visits; notes can be electronically signed and routed for co-signature. Billing handles CMS-1500 and 837P claims, eligibility, clearinghouse submission, ERA/835 posting, denials, and accounts receivable. An upload bot sends eligible signed OWCP records to DOL eComp and records confirmation numbers. Scheduling includes recurring treatment plans, reminders, and two-way texting with consent and opt-out handling. Described AI tools extract referral details, provide ambient scribe functions, and analyze medical records. Security features include role-based access, encryption, audit trails, backups, and seven-day deleted-record recovery.

Who it suits

It is intended for workers’ compensation clinics, personal injury practices, and organizations managing multiple locations. Teams needing integrated clinical, billing, scheduling, and compliance workflows may find its scope relevant.

What it does well

Seven-stage case Kanban workflow
Specialty SOAP documentation templates
CMS-1500 and 837P billing support
DOL eComp upload automation
Two-way patient texting

What to know first

Pricing requires contacting the provider
Web platform only

Verdict

CaseFlow360 brings clinical records, claims, case tracking, scheduling, messaging, and compliance into one web platform. Pricing and any trial terms require a direct request, so prospective users must contact the provider.

Facts from CaseFlow360's own pages

AI features: The platform describes AI extraction from referral emails and attachments to prefill case details, as well as ambient scribe and medical record analysis. · caseflow360.com, 12 Oct 2026
Appointments and messaging: The platform supports clinic scheduling, automated reminders and two-way patient SMS with consent and opt-out handling. · caseflow360.com, 12 Oct 2026
Audit trail: Yes · caseflow360.com, 24 Sept 2026
Billing: The billing module supports CMS-1500 and 837P claims, eligibility checks, clearinghouse submission, ERA/835 posting, denials, and accounts receivable tracking. · caseflow360.com, 12 Oct 2026
Case workflow: A seven-stage Kanban board tracks cases by status, with watchers, mentions, archive reasons, and compliance progress scoring. · caseflow360.com, 12 Oct 2026
Clinical documentation: Specialty SOAP templates support chiropractic, physical therapy, acupuncture, massage therapy, regenerative medicine, and workers’ compensation and personal injury visits; notes can be signed electronically and routed for co-signature. · caseflow360.com, 12 Oct 2026
Data recovery: Deleted records are archived for seven days before permanent removal and can be restored by an administrator. · caseflow360.com, 12 Oct 2026
eComp: For OWCP cases, an automated upload bot submits eligible signed documents to the DOL eComp portal and records confirmation numbers. · caseflow360.com, 12 Oct 2026
eComp workflow: An automated upload bot queues eligible signed records, verifies the patient against the case, uploads them to the DOL eComp portal, and records confirmation numbers. · caseflow360.com, 12 Oct 2026
HIPAA and BAA: CaseFlow360 says it operates as a HIPAA business associate and executes a Business Associate Agreement as part of onboarding; its HIPAA page notes that HIPAA has no official software certification. · caseflow360.com, 12 Oct 2026
Integrations: The site describes clearinghouse claim submission, DOL eComp uploads, and third-party email, messaging and cloud services, but does not name specific providers. · caseflow360.com, 12 Oct 2026
Intended users: The platform is built for federal workers’ compensation clinics, state workers’ compensation providers, personal injury practices, and multi-location organizations. · caseflow360.com, 12 Oct 2026
Pricing and trial: The opened pricing URL was inaccessible, and the pages reviewed direct visitors to request a demo without stating a price or trial duration. · caseflow360.com, 12 Oct 2026
Product: CaseFlow360 is case management, EMR and workflow automation software for federal workers’ compensation, state workers’ compensation and personal injury organizations. · caseflow360.com, 12 Oct 2026
Purpose: CaseFlow360 combines case management, EMR, medical billing, scheduling, patient messaging, AI automation, and compliance reporting for workers’ compensation and personal injury organizations. · caseflow360.com, 12 Oct 2026
Recovery: The security page says deleted records are archived for seven days and that the managed database has automated backups with point-in-time recovery. · caseflow360.com, 12 Oct 2026
Reporting dashboards: Yes · caseflow360.com, 24 Sept 2026
Scheduling and texting: The platform offers clinic calendars, recurring treatment plans, automated appointment reminders, and two-way patient texting with consent and opt-out handling. · caseflow360.com, 12 Oct 2026
Security: The security page describes role-based row-level access, clinic-scoped permissions, optional multifactor authentication, encryption in transit and at rest, private document storage, audit trails, and automated backups. · caseflow360.com, 12 Oct 2026
Support and contact: The about page invites prospective customers to contact the team at [email protected] or (469) 210-7273 to see the platform against their caseload. · caseflow360.com, 12 Oct 2026
Support and sales: The about page invites organizations to contact the team for a walkthrough at [email protected] or (469) 210-7273. · caseflow360.com, 12 Oct 2026
Workflow automation: Yes · caseflow360.com, 24 Sept 2026

Where CaseFlow360 stands on Freedom251

Case Management Software#174 of 177